Kingsview Wealth Management’s Illumina ILMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,667
| Closed | -$226K | – | 1038 |
|
|
2023
Q4 | $226K | Buy |
+1,667
| New | +$226K | 0.01% | 863 |
|
|
2023
Q2 | – | Sell |
-2,260
| Closed | -$511K | – | 940 |
|
|
2023
Q1 | $511K | Buy |
2,260
+958
| +74% | +$217K | 0.02% | 571 |
|
|
2022
Q4 | $256K | Buy |
+1,302
| New | +$256K | 0.01% | 719 |
|
|
2022
Q2 | – | Sell |
-852
| Closed | -$290K | – | 859 |
|
|
2022
Q1 | $290K | Sell |
852
-31
| -4% | -$10.5K | 0.01% | 709 |
|
|
2021
Q4 | $327K | Buy |
883
+111
| +14% | +$41.1K | 0.01% | 683 |
|
|
2021
Q3 | $305K | Buy |
772
+33
| +4% | +$13K | 0.01% | 677 |
|
|
2021
Q2 | $338K | Buy |
+739
| New | +$338K | 0.02% | 667 |
|